| 1/21/2025 | Blue Square Asset Management LLC | 46,623 | $1.19M | 0.6% | -3.3% | 0.260% | |
| 1/16/2025 | Lbmc Investment Advisors LLC | 329,799 | $8.40M | 0.7% | +4.4% | 1.842% | |
| 1/14/2025 | Global Financial Private Client LLC | 6,442 | $164K | 0.1% | -32.5% | 0.036% | |
| 1/13/2025 | PSI Advisors LLC | 51,074 | $1.30M | 0.4% | -5.4% | 0.285% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 233,962 | $5.96M | 1.4% | +1.0% | 1.307% | |
| 1/2/2025 | Confluence Investment Management LLC | 75,478 | $1.92M | 0.0% | +1.6% | 0.422% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 225,318 | $5.78M | 0.1% | +18.9% | 1.259% | |
| 11/14/2024 | Captrust Financial Advisors | 27,805 | $713K | 0.0% | +52.1% | 0.155% | |
| 11/1/2024 | Leavell Investment Management Inc. | 207,114 | $5.31M | 0.3% | +5.6% | 1.157% | |
| 11/1/2024 | Sonata Capital Group Inc. | 76,390 | $1.96M | 0.8% | N/A | 0.427% | |
|
| 10/31/2024 | Confluence Investment Management LLC | 74,294 | $1.91M | 0.0% | +4.7% | 0.415% | |
| 10/31/2024 | Spinnaker Trust | 30,966 | $794K | 0.0% | -2.9% | 0.173% | |
| 10/29/2024 | Blue Square Asset Management LLC | 48,194 | $1.24M | 0.7% | -2.4% | 0.269% | |
| 10/16/2024 | Buffington Mohr McNeal | 9,855 | $253K | 0.0% | N/A | 0.055% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 315,909 | $8.11M | 0.6% | +22.5% | 1.765% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 231,713 | $5.95M | 1.5% | -4.8% | 1.294% | |
| 8/8/2024 | Parallel Advisors LLC | 17,394 | $440K | 0.0% | +22.4% | 0.097% | |
| 8/8/2024 | STAR Financial Bank | 7,921 | $201K | 0.2% | N/A | 0.044% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 255,709 | $6.48M | 0.4% | -6.9% | 1.429% | |
| 7/25/2024 | Hills Bank & Trust Co | 275,858 | $6.99M | 0.6% | +12.4% | 1.541% | |
| 7/23/2024 | PSI Advisors LLC | 53,974 | $1.37M | 0.4% | N/A | 0.302% | |
| 7/23/2024 | Exchange Capital Management Inc. | 12,754 | $323K | 0.1% | N/A | 0.071% | |
| 7/17/2024 | Archford Capital Strategies LLC | 20,855 | $528K | 0.1% | +9.8% | 0.117% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 120,680 | $3.06M | 0.8% | +0.7% | 0.674% | |
| 7/11/2024 | Lbmc Investment Advisors LLC | 257,981 | $6.53M | 0.6% | +38.2% | 1.441% | |
| 7/10/2024 | Praetorian Wealth Management Inc. | 243,485 | $6.17M | 1.6% | -3.5% | 1.360% | |
| 7/1/2024 | Confluence Investment Management LLC | 70,934 | $1.80M | 0.0% | +2.5% | 0.396% | |
| 5/17/2024 | Comerica Bank | 11,442 | $290K | 0.0% | +277.6% | 0.064% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 30,208 | $766K | 0.1% | -14.9% | 0.169% | |
| 5/2/2024 | Horan Securities Inc. | 8,946 | $227K | 0.1% | +11.6% | 0.050% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 17,997 | $456K | 0.0% | +24.8% | 0.101% | |
| 4/24/2024 | Leavell Investment Management Inc. | 195,976 | $4.97M | 0.3% | -3.4% | 1.101% | |
| 4/24/2024 | Archford Capital Strategies LLC | 18,990 | $481K | 0.1% | +5.5% | 0.107% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 274,634 | $6.96M | 0.4% | +0.6% | 1.543% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 2,056 | $52K | 0.0% | N/A | 0.017% | |
| 4/12/2024 | Lbmc Investment Advisors LLC | 186,620 | $4.73M | 0.4% | +141.7% | 1.505% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 252,380 | $6.40M | 1.7% | +6.5% | 2.035% | |
| 4/1/2024 | Confluence Investment Management LLC | 69,218 | $1.76M | 0.0% | N/A | 0.558% | |
| 2/12/2024 | Arrow Financial Corp | 9,388 | $239K | 0.0% | -8.5% | 0.076% | |
| 2/7/2024 | Horan Securities Inc. | 8,013 | $204K | 0.1% | N/A | 0.065% | |
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| 2/7/2024 | Hills Bank & Trust Co | 244,958 | $6.25M | 0.6% | +145.8% | 1.975% | |
| 2/2/2024 | Spinnaker Trust | 11,946 | $305K | 0.0% | N/A | 0.096% | |
| 2/2/2024 | Gould Asset Management LLC CA | 17,130 | $437K | 0.1% | N/A | 0.138% | |
| 1/30/2024 | Scissortail Wealth Management LLC | 60,436 | $1.54M | 0.5% | N/A | 0.487% | |
| 1/26/2024 | Sandy Spring Bank | 37,310 | $952K | 0.0% | -2.4% | 0.301% | |
| 1/23/2024 | Leavell Investment Management Inc. | 202,976 | $5.18M | 0.3% | +12.3% | 1.637% | |
| 1/22/2024 | Princeton Global Asset Management LLC | 6,125 | $156K | 0.0% | +175.3% | 0.049% | |
| 1/16/2024 | Lbmc Investment Advisors LLC | 77,200 | $1.97M | 0.2% | +57.6% | 0.623% | |
| 1/12/2024 | Archford Capital Strategies LLC | 17,999 | $459K | 0.1% | +25.6% | 0.145% | |
| 1/11/2024 | Praetorian Wealth Management Inc. | 236,943 | $6.05M | 1.7% | +5.6% | 1.911% | |
| 11/15/2023 | Stonebridge Capital Advisors LLC | 39,568 | $982K | 0.1% | -3.2% | 0.319% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 102,749 | $2.55M | 0.0% | -7.9% | 0.829% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 14,407 | $357K | 0.0% | +38.9% | 0.116% | |
| 11/8/2023 | Newman Dignan & Sheerar Inc. | 110,401 | $2.74M | 0.9% | +0.9% | 0.890% | |
| 10/30/2023 | Sandy Spring Bank | 38,220 | $948K | 0.1% | -1.5% | 0.308% | |
| 10/27/2023 | Archford Capital Strategies LLC | 14,326 | $355K | 0.1% | -41.9% | 0.116% | |
| 10/26/2023 | Hills Bank & Trust Co | 99,677 | $2.47M | 0.3% | N/A | 0.804% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 14,719 | $365K | 0.0% | -78.0% | 0.119% | |
| 10/18/2023 | Private Trust Co. NA | 6,919 | $172K | 0.0% | +10.1% | 0.056% | |
| 10/16/2023 | Leavell Investment Management Inc. | 180,794 | $4.49M | 0.3% | +1.3% | 1.458% | |
| 10/11/2023 | Praetorian Wealth Management Inc. | 224,345 | $5.57M | 1.8% | +3.5% | 1.809% | |
| 10/10/2023 | Confluence Investment Management LLC | 12,186 | $302K | 0.0% | -88.5% | 0.098% | |
| 8/23/2023 | Stonebridge Capital Advisors LLC | 40,866 | $1.03M | 0.1% | +1.9% | 0.330% | |
| 8/9/2023 | Flow Traders U.S. LLC | 16,176 | $407K | 0.0% | N/A | 0.131% | |
| 8/4/2023 | Sandy Spring Bank | 38,785 | $977K | 0.1% | +1.9% | 0.314% | |
| 8/2/2023 | Newman Dignan & Sheerar Inc. | 109,383 | $2.75M | 0.9% | +10.7% | 0.886% | |
| 8/2/2023 | Archford Capital Strategies LLC | 24,638 | $622K | 0.1% | +79.4% | 0.199% | |
| 7/28/2023 | Private Trust Co. NA | 6,287 | $158K | 0.0% | -21.9% | 0.051% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 10,370 | $261K | 0.0% | +9.7% | 0.084% | |
| 7/19/2023 | Leavell Investment Management Inc. | 178,394 | $4.49M | 0.3% | -0.4% | 1.444% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 66,797 | $1.68M | 0.0% | -11.2% | 0.541% | |
| 7/10/2023 | Praetorian Wealth Management Inc. | 216,806 | $5.46M | 1.7% | -1.3% | 1.756% | |
| 7/3/2023 | Confluence Investment Management LLC | 106,355 | $2.68M | 0.0% | -1.1% | 0.883% | |
| 5/12/2023 | Stonebridge Capital Advisors LLC | 40,114 | $1.02M | 0.1% | +28.4% | 0.333% | |
| 5/12/2023 | NewEdge Advisors LLC | 393,351 | $10.04M | 0.1% | -6.7% | 3.264% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 75,206 | $1.92M | 0.0% | +27.2% | 0.624% | |
| 5/9/2023 | US Bancorp DE | 699,145 | $17.85M | 0.0% | -1.1% | 5.802% | |
| 5/5/2023 | Sandy Spring Bank | 38,055 | $972K | 0.1% | +12.9% | 0.316% | |
| 5/3/2023 | Arrow Financial Corp | 10,259 | $262K | 0.0% | +4.8% | 0.085% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 85,598 | $2.19M | 0.0% | +71.4% | 0.710% | |
| 4/25/2023 | Parallel Advisors LLC | 5,500 | $140K | 0.0% | N/A | 0.046% | |
| 4/24/2023 | Asset Dedication LLC | 10,187 | $259K | 0.0% | +9.8% | 0.085% | |
| 4/20/2023 | Princeton Global Asset Management LLC | 2,225 | $57K | 0.0% | +354.1% | 0.018% | |
| 4/18/2023 | Horan Securities Inc. | 5,911 | $151K | 0.1% | N/A | 0.049% | |
| 4/13/2023 | Leavell Investment Management Inc. | 179,194 | $4.58M | 0.3% | +0.3% | 1.487% | |
| 4/12/2023 | Praetorian Wealth Management Inc. | 219,752 | $5.61M | 1.8% | +18.6% | 1.824% | |
| 4/10/2023 | Lbmc Investment Advisors LLC | 48,990 | $1.25M | 0.1% | +397.4% | 0.407% | |
| 4/4/2023 | Confluence Investment Management LLC | 107,577 | $2.75M | 0.0% | +930.8% | 0.931% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 49,947 | $1.26M | 0.0% | N/A | 0.000% | |
| 2/10/2023 | Sandy Spring Bank | 33,720 | $850K | 0.1% | +20.0% | 0.000% | |
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| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 59,128 | $1.49M | 0.0% | +145.8% | 0.000% | |
| 2/3/2023 | Kades & Cheifetz LLC | 10,305 | $260K | 0.2% | N/A | 0.000% | |
| 2/2/2023 | Arrow Financial Corp | 9,791 | $247K | 0.0% | +22.5% | 0.000% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 9,453 | $238K | 0.0% | -29.7% | 0.000% | |
| 1/26/2023 | Vigilant Capital Management LLC | 3,390 | $85K | 0.0% | +45.5% | 0.000% | |
| 1/26/2023 | Archford Capital Strategies LLC | 13,564 | $342K | 0.1% | +33.8% | 0.000% | |
| 1/20/2023 | Newman Dignan & Sheerar Inc. | 98,811 | $2.49M | 0.8% | +30.0% | 0.000% | |
| 1/18/2023 | Private Trust Co. NA | 8,126 | $205K | 0.0% | -53.2% | 0.000% | |
| 1/17/2023 | Leavell Investment Management Inc. | 178,700 | $4.51M | 0.3% | +194.3% | 0.000% | |
| 1/11/2023 | Praetorian Wealth Management Inc. | 185,257 | $4.67M | 1.7% | +11.6% | 0.000% | |
